Trust Officer jobs in United States, Colorado, Denver

Trust ServicesTrust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:

• Personal trust services.

• Estate services.

• Philanthropic services.

• Closely held asset management.

• Real estate and loan asset management.

• Oil, gas and mineral management.

• Legacy trust services.

• Special needs trust services.

• Managed Individual Retirement Accounts (IRA)

In this role, you will:

• Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Identify and recommend opportunities for process improvement and control development.
• Serve as a subject-matter expert on fiduciary administration, including the interpretation of governing instruments, adherence to fiduciary principles and applicable laws, and the application of prudent investing standards.
• Act as a thought leader and culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.
• Actively train and mentor junior team members.
• Participate in marketing and development initiatives, in conjunction with team leaders.

Required Qualifications:

• 4+ years of Fiduciary Products experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• J.D., LLM, CFP or CTFA preferred
• 2+ years of direct experience in administering estates and deceased grantor trusts as an attorney or trust officer
• Knowledge of complex estate planning strategies including tax strategies
• Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions
• Experience in wealth management with high-net-worth clients of at least ten million dollars
• Ability to work effectively within a team and build strong working relationships across business channels and at all levels of management.
• Demonstrate a high level of organizational skills, including time and priority management.
• Collaborate effectively with relationship team members, client’s advisors and other colleagues.
• Solutions-oriented and able to operate within a diverse, fast-paced environment.
• Strong conflict resolution skills.
• Strong leadership, communication and presentation skills with the ability to explain difficult financial, tax and legal concepts to internal partners and clients.

Job Expectations:

• Potentially 5% - 10% overnight travel
• Ability to travel up to 50% of the time
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

5301 Southwest Pkwy Ste 300, AUSTIN, TX

1700 Lincoln St., DENVER, CO

999 3rd Ave., SEATTLE, WA

Salary Range:

AUSTIN, TX Pay range $77,000-$121,000Annually

DENVER, CO Pay range $85,000-133,000Annually

SEATTLE, WA Pay range $92,000-145,000Annually

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description:

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Job Responsibilities:

The TSO will partner with Relationship Bankers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.

• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
• Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge.

Job Qualifications:

• B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience
• 6+ years of experience in treasury sales
• Proven business development and relationship management skills with a corporate client set
• Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence
• Adept at critical and strategic thinking and problem resolution
• Strong business/financial acumen
• Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core team
• Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction
• Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
• Effectively manages risk while balancing the needs of the client, the team, and the bank
• Ability to travel 50% of the time in a normal environment, post-Covid

Additional Qualifications:

• Intrinsically motivated to continuously improve processes and one’s own education
• Ability to lead small groups while effectively delegating tasks
• Exercises the desire to mentor and sponsor other Associates
• Certified Treasury Professional certification or equivalent

Job responsibilities

• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
• Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
• Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
• Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
• Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
• Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required Qualifications, Capabilities and Skills

• 6+ years of cash management, sales and relationship management experience
• Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
• Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
• Excellent verbal and written communication skills
• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
• Strong time management, organizational and planning skills
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree
• Certified Treasury Professional designation
• Strong creative solution and problem-solving abilities

Job Description:

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The Business Banking Treasury Sales Officer I role is position that reports to the Treasury Sales Manager for Business Banking in the Central Southwest region.Responsibilities include:

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations

• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis

• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth

• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning

• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Job Requirements:

• At least 3 to 5 years of demonstrated success in direct sales roles in a treasury or cash management capacity

• Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Exercises the desire to mentor and sponsor other Associates

• Certified Treasury Professional certification or equivalent

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Critical Thinking

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Coaching

• Collaboration

• Oral Communications

• Prioritization